MCC
KOIN

Money Concepts Capital’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Money Concepts Capital’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-110
Closed -$2.98K – 3089
2022
Q4 		$2.98K Buy
+110
New +$3.44K ﹤0.01% 2555
2022
Q2 		– Sell
-110
Closed -$4K – 2721
2022
Q1 		$4K Buy
+110
New +$4.48K ﹤0.01% 2314

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Money Concepts Capital's KOIN Position: Q1 2023 in Review

Money Concepts Capital sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2023, closing a stake of 110 shares — an estimated $2.98K sold.

Money Concepts Capital first reported a position in KOIN in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 20 funds tracked by Wall St. Rank hold KOIN as of Q1 2023.

  • Money Concepts Capital reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 110 Capital Link Global Fintech Leaders ETF shares in Q1 2023, an estimated $2.98K.
  • Money Concepts Capital first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Capital Link Global Fintech Leaders ETF position peaked at $4K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.